About this opportunity
Standish Management lists this Investor Services Specialist opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Investor Services SpecialistExciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.Responsibilities:Respond to client and investor requests including but not limited to: Granting access to the investor portalUpdating investor informationAssisting with new investor onboardingFinancial information questionsAssist with completing audit documentsAssist with ad-hoc projects such as: Financial and Tax reportingCapital call and distribution trackingWire preparationCompile and organize investor CRM information with updated and accurate client informationCommunicate and provide information to the technology team to set up client portalsRun Anti-Money Laundering (AML) reports and update AML database as neededProvide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needsAssist in financial reporting, tax preparation, audit preparations and other fund administration activities.Engage in project management of team deadlines, client requests and other ongoing projects and tasks.Responsibly secure and handle sensitive financial and personal dataMaintain dialogue and build relationships with client personnel and investors (LPs)Qualifications and Experience:Bachelor's Degree requiredExperience in a client-oriented office environment, preferably in a related industryProficiency in Microsoft Office applications, particularly Excel and OutlookDetail-oriented, conscientious, and energetic self-starter with ability to think creativelyDemonstrated ability to work as part of a team and a willingness to take on any task, no matter how smallProven ability to manage competing priorities and deadlinesAbility to effectively communicate to team membersExcellent interpersonal communication skills and ability to interact with senior personnel across the firmBenefits:Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account optionsComprehensive disability/maternity and paternity plans401KFlexible Vacation PlanSick Time Accrual PlanStandard holidays along with year-end office closureA flexible work environment for all employees
Worksite address
dallas, TX, 75201, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.